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Portfolio (Quarterly) Guide ↗

CX Institutional

· CIK 0001737089
13F Portfolio $3.3B AUM 1,548 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New 516 Added 595 Reduced 140 Exited
Page 71 of 78  ·  1,547 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 ELS EQUITY LIFESTYLE Real Estate 44.0 $3K +20.0 +83.3% $68.18 -9.1%
1402 FLO FLOWERS FOODS Consumer Defensive 346.0 $3K +10.0 +3.0% $8.67 -15.7%
1403 MCHI iShares ETFs/USA 48.0 $3K -27.0 -36.0% $62.50 -9.4%
1404 REET iShares ETFs/USA 115.0 $3K $26.09 +2.8%
1405 EWU iShares ETFs/USA 70.0 $3K $42.86 +6.3%
1406 MUFG MITSUBISHI U-ADR Financial Services 181.0 $3K -80.0 -30.6% $16.57 +11.5%
1407 MFG MIZUHO FINAN-ADR Financial Services 320.0 $3K $9.38 -5.5%
1408 PRDO PERDOCEO EDUCATI Consumer Defensive 81.0 $3K $37.04 -5.4%
1409 QS QUANTUMSCAPE COR Consumer Cyclical 416.0 $3K $7.21 +19.3%
1410 RPM RPM INTL INC Basic Materials 28.0 $3K +19.0 +211.1% $107.14 -8.2%
1411 RRX REGAL REXNORD CO Industrials 16.0 $3K NEW $187.50 +10.6%
1412 RGLD ROYAL GOLD INC Basic Materials 10.0 $3K -4.0 -28.6% $300.00 -19.8%
1413 RWR State Street ETF/USA 34.0 $3K -39.0 -53.4% $88.24 +22.5%
1414 SMFG SUMITOMO MIT-ADR Financial Services 142.0 $3K $21.13 +2.8%
1415 TOST TOAST INC-A Technology 111.0 $3K NEW $27.03 -14.6%
1416 TW TRADEWEB MARKE-A Financial Services 24.0 $3K NEW $125.00 -12.2%
1417 RARE ULTRAGENYX PHARM Healthcare 135.0 $3K NEW $22.22 +16.1%
1418 WTFC WINTRUST FINL Financial Services 22.0 $3K NEW $136.36 +7.4%
1419 KNOP KNOT OFFSHORE PA Industrials 302.0 $3K $9.93 +9.5%
1420 BROOKFIELD-A 57.0 $3K NEW $52.63
Page 71 of 78  ·  1,547 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.9%
Financial Services 15.4%
Consumer Cyclical 13.3%
Industrials 9.3%
Communication Services 6.6%
Consumer Defensive 4.2%
Energy 4.0%
Utilities 2.2%
Basic Materials 1.8%